PTR Associates Ltd are a family run business that has been in operation since 1989 providing a broad range of technical services.
Our principal offerings are expert consultancy services in the field of Data Platform, Analytics and Business Intelligence and a comprehensive range of structured technical training courses. We pride ourselves on combining these disciplines to provide first rate technical skills with an ability to communicate complex ideas, technology, and data effectively.
Accreditation
Whilst our consultants have many years of experience across a wide range of data systems, our primary toolset is the Microsoft Data stack, On-Premise and in Azure, and we have held Microsoft accreditation since 2005, currently holding Gold Partner Status for Data Platform and Data Analytics.
Our solutions:
Power BI
PTR Have worked with many organisations of various type, size and industry providing Power BI consultancy, training and full-scale development and deployment of reports engaging with both technical and non-technical teams within these organisations.
Data Collection & Tabular Modelling
We have been working with Power BI since its introduction (and its predecessor PowerPivot for Excel) and our consultants are highly skilled in DAX, PowerQuery and good tabular modelling practices.
- Connecting to Data
- Experience across all major RDBMS
- Working with Structured and Unstructured files on premise and in the cloud
- Working with pre-packaged connectors for SaaS applications
- Extracting data from bespoke and non-native web services and APIs
- Cleansing, Transforming and Enriching Data
- Developing robust data transformation routines to ensure repository of high-quality data
- Calculating derived fields according to business logic of organisation
- Identifying flaws and gaps in data collection and entry processes
- Enriching data with public domain data or data from 3rd party services where appropriate
- Consolidating data from multiple sources
- Developing centralised holistic models of whole organisation from multiple data sources and applications.
- Identifying and implementing contextual relationships & hierarchies
- Developing localised and/or shared models in DAX
- Implementing key business metrics in DAX measures
- Publishing shared models to powerbi.com
- Implementing Row Level Security where appropriate.
Report Development & Publication
We work hard getting to know the culture of our clients as well as their data to produce visually compelling and intuitive reports to not only provide answers but also inspire new questions. We can also support the administrative aspects of report publication.
- Adopting organisational branding and style guidelines
- Creating Intuitive templates to speed up report development
- Develop visualisation patterns to ensure consistent ease of use across suites of reports.
- User administration and License allocation
- Creating and controlling access to Workspaces and Apps
Stakeholder Engagement & Training
We work closely with team members at all levels of the organisation to ensure effective requirements analysis, consistent definition of terminology and logic across the organisation, and to drive user engagement and adoption of the BI platform as a reliable source of truth and insight.
- Stakeholder workshops
- End User Training
- Power BI Report Author Training
- Advanced User Training
- DAX
- Tabular Modelling
- PowerQuery
- Visualisation Workshops
- Identifying & Promoting BI Champions
Data Strategy
In addition to our Microsoft accreditation and product specific technical expertise, PTR also specialise in offering independent, technology agnostic strategic advice and consultancy on the whole data platform, particularly with a view to supporting a successful Business Intelligence platform.
This may include for instance:
- Audit and review of existing Data Estate
- Assessing the suitability of a Data Warehouse and subsequent design and implementation
- Requirements for separate enterprise grade modelling platform
- Suitability of public cloud offerings
- Challenging existing data collection procedures
- Opportunities for further Data Consumers
- Data Driven workflow and process automation
- Possibilities with regards Data Science and Machine Learning
